Implementations Team Lead

Clearwater Analytics; Boise (ID); On-site; USD 100,000 - 150,000; Full time

Job summary

Clearwater Analytics in Boise is seeking an Implementation Team Lead to oversee a high-performing team of analysts and SMEs dedicated to client onboarding. You will mentor, manage performance, and coordinate knowledge transfer across Sales, Global Delivery and Operations.

The role requires strong accounting knowledge, advanced tool skills, and experience guiding projects across time zones, with emphasis on accuracy, documentation, and clear communication.

Qualifications

• Certified bachelor’s/masters in Finance or Accounting.
• Experience leading and managing implementation teams (4+ years).
• Strong accounting knowledge and project management skills.
• Experience with MS SQL or similar relational databases.
• Advanced skills in strategic tools and data reconciliation.

Responsibilities

• Lead, mentor, train, and retain a substantial team.
• Identify improvement opportunities and drive solutions.
• Direct subordinates with policy and management oversight.
• Coordinate learning transfers between Sales, Global Delivery and Operations.
• Interacts with peers and presents project updates across time zones.
• Demonstrate effective people and project management.

Skills

Accounting knowledge

Clarizen

Salesforce

Insight Squared

Paylocity

MS Office

Data Migration

Reporting

Reconciliation

Securities knowledge

Fixed income/derivatives knowledge

Strong communication

Organizational skills

Problem-solving

Education

Bachelor's or Master's in Finance or Accounting

Tools

Clarizen

Salesforce

Insight Squared

Paylocity

MS SQL

Job description

## Implementations Team LeadApplylocations: Office - Boise: Office - Edinburghtime type: Full timeposted on: Posted Todayjob requisition id: R11961**Job Summary:**The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.**Responsibilities:*** Lead, mentor, train, and retain a substantial team.* Identify improvement opportunities and drive solutions across Global Delivery teams.* Direct subordinates, applying rules, policies, and management oversight.* Errors in decision-making or failure to achieve results can lead to schedule delays.* Frequently interact with subordinates and functional peer groups, requiring cooperation and technical presentations on topics such as projects and schedules.* Supervise professional, skilled, and support individual contributors directly.* Operate within a global framework, coordinating operational teams across diverse time zones.* Demonstrate effective management of both people and projects.**Required skills:*** They must possess a strong foundation in accounting knowledge.* Advanced Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity).* Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).* Securities and financial markets knowledge.* Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives.* Strong computer skills, including proficiency in Microsoft Office.* Excellent attention to detail and strong documentation skills.* Outstanding verbal and written communication skills.* Strong organizational and interpersonal skills.* Exceptional problem-solving abilities.**Education and Experience:*** Certified Bachelors/Masters course in Finance or Accounting.* 4+ years of relevant experience leading and managing Implementation teams.* Experience with Project Management tools.* Experience with MS SQL or similar relational databases.### WelcomeThank you for your interest in a career with Clearwater!### About usClearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at **www.clearwateranalytics.com**.### Don’t meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.